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Bold living.
Powerful legacies.

Holistic financial planning tailored for every season of life

The iconic Portland, Oregon theater sign lit up at dusk on Southwest Broadway and Main Street.

Your trusted financial partner for retirement and beyond

At Legacy Wealth Partners, we provide multigenerational financial planning so you and your family have a trusted partner at every stage of life. We cover the entire spectrum of your financial plan, from investment accumulation and asset protection to estate preservation and legacy planning. Our goal is to be your lifelong guide and sounding board, providing clarity about your financial position so you feel confident making strategic decisions—because when you know where you stand and where you’re going, you have freedom to fully enjoy life without worry.

Who We Are
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For your family.
For your business.
For your peace of mind.

We specialize in assisting successful individuals, families, and business owners as partners in their financial lives. Whether you’re planning for retirement or a business exit, we meet you right where you are to identify and navigate risks and opportunities based on your unique circumstances. With our extensive expertise and resources, we provide comprehensive guidance that helps you optimize every aspect of your wealth.

How We Help
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8020 SW Pfaffle Street Suite 100
Portland, OR 97223

Call: (503) 293-3774

Disclosure

Nathan Engstrom is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AZ, CA (CA Insurance License #0D37416), CO, FL, ID, IN, MA, MT, NV, OR, SD, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

Nathan Engstrom is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8020 Sw Pfaffle St Ste 100, Portland, OR, 97223, 503-293-3774. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, HI, ID, IN, MT, NV, OR, SD, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Nathan Engstrom is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, HI, ID, IN, MT, NV, OR, SD, TX, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Nathan Engstrom is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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